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Import Word / PDF docket
Click to upload .docx or .pdf docket file
Import Legal Action Request (LAR)
Upload a single LAR PDF to extract debtor info, loan details, and a financial snapshot. The matter will be created if it doesn't exist, or updated (blank fields only) if it does. Match is by loan account number.
Click to upload LAR PDF
Import format guide
Paralegals should format Word documents as follows for automatic import:
MATTER: [Last, First] FILE: [1208-XXX] TRIAD FILE: [XXXXXX] CLIENT: [TRIAD / TRANSPECOS / HH_CONCRETE / HH_TILE] STATUS: [Active / Hold Legal / Bankruptcy / Closed] REP: [Shelar / Bigelow / Davis / etc.] ENTRY [MM/DD/YY] [INITIALS]: [status note] ENTRY [MM/DD/YY] [INITIALS]: [status note]
Import Cosmolex time entries
Upload a Timekeepers Time Report (Details) export from Cosmolex (.xlsx). Duplicate entries are detected by Cosmolex ID and skipped automatically.
Click to upload Cosmolex time report (.xlsx)
Time entry history
Import history
Export docket reports
The exporter opens automatically when you visit this tab. Use it to produce a printable docket report scoped to a specific client, status, rep, date range, or to one specific matter. Output formats available:
- HTML — opens in a new tab; print or save as PDF from the browser
- Excel (.xlsx) — one row per matter with selected fields and summary financial columns
- Word (.docx) — formatted docket suitable for sending to clients
If the exporter window is not open, click the button above.